UBS Group

UBS Group Portfolio holdings

AUM $505B
1-Year Est. Return 27.7%
 

UBS Group AG, formed through the 1998 merger of Union Bank of Switzerland and Swiss Bank Corporation with roots dating back to 1862, is a Swiss multinational investment bank and financial services firm headquartered in Zurich. Renowned for its dominance in wealth management, UBS serves high-net-worth individuals and families globally, managing trillions in assets, while also offering investment banking, asset management, and retail banking services in Switzerland. The firm has weathered significant challenges, including a major bailout during the 2008 financial crisis, but has since refocused on stability and sustainable growth, emphasizing digital transformation and ESG (environmental, social, governance) investing. With a strong European base and a global reach, UBS remains a cornerstone of the international financial landscape.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$234B
AUM Growth
-$20.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10,332
New
Increased
Reduced
Closed

Top Buys

1
+$388M
2
+$359M
3
+$284M
4
TSM icon
TSMC
TSM
+$259M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$239M

Top Sells

1
+$911M
2
+$825M
3
+$683M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$381M
5
WTW icon
Willis Towers Watson
WTW
+$375M

Sector Composition

1 Technology 16.77%
2 Financials 9.22%
3 Healthcare 8.15%
4 Consumer Discretionary 7.12%
5 Industrials 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.34B 3.56%
27,048,885
+657,812
2
$7.66B 3.28%
43,896,357
-662,205
3
$4.42B 1.89%
27,104,360
+1,364,200
4
$3.55B 1.52%
7,867,093
-2,046,332
5
$3.38B 1.44%
24,276,400
-1,780,360
6
$2.36B 1.01%
17,348,121
+1,348,251
7
$2.3B 0.98%
117,814,722
-36,128,255
8
$2.2B 0.94%
6,076,878
-1,071,538
9
$2.11B 0.9%
77,244,970
+8,357,120
10
$1.93B 0.83%
6,462,890
-230,393
11
$1.93B 0.83%
10,912,297
-871,761
12
$1.93B 0.82%
13,818,160
+291,040
13
$1.8B 0.77%
3,974,039
-1,844,934
14
$1.79B 0.77%
12,135,195
+1,147,867
15
$1.69B 0.72%
7,602,796
-636,777
16
$1.63B 0.7%
5,665,027
+49,650
17
$1.62B 0.69%
5,832,144
+57,897
18
$1.6B 0.68%
7,182,976
-308,634
19
$1.59B 0.68%
22,818,091
+1,288,333
20
$1.55B 0.66%
10,113,682
+166,013
21
$1.51B 0.65%
6,345,332
+68,982
22
$1.48B 0.63%
2,578,314
-6,681
23
$1.48B 0.63%
9,147,671
-573,850
24
$1.46B 0.63%
2,872,200
-188,219
25
$1.43B 0.61%
25,690,044
-2,086,227
1
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